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Wealthcare Capital Management’s Affiliated Managers Group AMG Stock Holding History

Wealthcare Capital Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10
Closed – – 401
2015
Q1 		$0 Buy
+10
New +$2.11K ﹤0.01% 917
2014
Q4 		– Sell
-40
Closed -$8K – 200
2014
Q3 		$8K Buy
+40
New +$8.16K ﹤0.01% 168

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthcare Capital Management's AMG Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Affiliated Managers Group (AMG) in Q2 2015, closing a stake of 10 shares.

Wealthcare Capital Management first reported a position in AMG in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 492 funds tracked by Wall St. Rank hold AMG as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Affiliated Managers Group position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 10 Affiliated Managers Group shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in Affiliated Managers Group in Q3 2014 and held it in 2 quarters.
  • Wealthcare Capital Management's Affiliated Managers Group position peaked at $8K in Q3 2014.
  • 492 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.